-50.8%
KVYO vs ALLY
+62.3%
-113.0%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.8% | -1.7% | -1.3% |
| 7D | -18.4% | -3.3% | -15.1% | -17.0% |
| 30D | -12.1% | -4.1% | -8.1% | -10.4% |
| 3M | +11.2% | +1.4% | +9.8% | +10.3% |
| 6M | -19.8% | +14.4% | -34.1% | -26.6% |
| YTD | -50.3% | -4.9% | -45.4% | -49.8% |
| 1Y | -48.3% | +5.5% | -53.8% | -50.6% |
| All | -50.8% | +62.3% | -113.0% | -65.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded ALLY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling